See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,792 | $202,432-79.8% | $169,368-75.9% | $139,434-70.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.94% | 531.74%-521.8pp | 405.60%-395.7pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,172 | $4,692-75.0% | $4,013-70.8% | $4,751-75.3% |
| Participant deferral / active EE | $6,045 | $6,938-12.9% | $6,221-2.8% | $6,710-9.9% |
| Admin fee / account holder | $240 | $10,708-97.8% | $9,003-97.3% | $11,403-97.9% |